IAU ISHARES COMEX GOLD TRUST

Ownership history in Modus Advisors, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in ISHARES COMEX GOLD TRUST (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.37% (2020 Q1)
Avg. % of fund
5.19%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 297,162 -5,990 -2.0% 6.36% $24.1M $81.17
2025 Q3 REDUCED 303,152 -6,812 -2.2% 6.00% $22.1M $72.77
2025 Q2 REDUCED 309,964 -4,341 -1.4% 5.74% $19.3M $62.36
2025 Q1 REDUCED 314,305 -3,275 -1.0% 6.07% $18.5M $58.96
2024 Q4 REDUCED 317,580 -5,729 -1.8% 4.93% $15.7M $49.51
2024 Q3 REDUCED 323,309 -1,511 -0.5% 5.28% $16.1M $49.70
2024 Q2 ADDED 324,820 +31 +0.0% 5.05% $14.3M $43.93
2024 Q1 ADDED 324,789 +371 +0.1% 5.05% $13.6M $42.01
2023 Q4 ADDED 324,418 +864 +0.3% 5.14% $12.7M $39.03
2023 Q3 ADDED 323,554 +5,608 +1.8% 4.94% $11.3M $34.99
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)
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